Automations

9 articles · In-depth tutorials and guides

HighLevel Step-by-Step Tutorial: Customizable HighLevel Calendar Notifications

HighLevel Step-by-Step Tutorial: Customizable HighLevel Calendar Notifications

Nothing is more frustrating than getting bombarded with notifications you don’t need. When I check my notifications, I want to see only the important stuff—not ...

4 minRead
How To Create HighLevel Failed Payment Automation

How To Create HighLevel Failed Payment Automation

If you’re trying to setup an automation from Stripe to GoHighLevel, you’re in the right place! There are a number of ways that this can be done but the simplest...

1 minRead
HighLevel Bulk Actions – Campaigns and Workflows

HighLevel Bulk Actions – Campaigns and Workflows

Using HighLevel’s Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how t...

2 minRead
Using the History Tab in Workflows within HighLevel

Using the History Tab in Workflows within HighLevel

Here’s how to view and understand the History of your Workflows within HighLevel. Navigate to the History tab within the Workflow Builder. Use the dropdown menu...

1 minRead
How To Create and Manage HighLevel Surveys

How To Create and Manage HighLevel Surveys

Here’s the scenario: Forms are great, but sometimes you want HighLevel to do a little more than just capturing data. HighLevel surveys allow you qualify and dis...

1 minRead
How To Set Up Calendar And Appointment Booking Triggers in HighLevel

How To Set Up Calendar And Appointment Booking Triggers in HighLevel

Here’s the scenario: Someone just scheduled an appointment and you want to make sure both you and your client will be notified and reminded. Luckily, HighLevel ...

1 minRead
How To Build and Utilize Triggers

How To Build and Utilize Triggers

Here’s the scenario: So you have various campaigns built to help you nurture those leads coming into your website. How are you supposed to make those work? Trig...

1 minRead
How to Slow Drip New Leads (or leads from another source) into HighLevel Campaigns

How to Slow Drip New Leads (or leads from another source) into HighLevel Campaigns

Here’s the scenario: If you’re looking to import new leads into HighLevel and want them to immediately be put into a campaign (but don’t want thousands of leads...

3 minRead
How to Slow Drip Existing HighLevel Leads into Campaigns

How to Slow Drip Existing HighLevel Leads into Campaigns

Here’s the scenario: you crushed it on the Facebook campaign and got $0.62 leads into your HighLevel account. Only about 30% scheduled an appointment so you wan...

3 minRead